MC Smart Money
Moelis & Company
1W: +3.8%
1M: -3.8%
3M: -13.5%
YTD: -20.7%
1Y: -20.4%
3Y: +50.6%
5Y: -0.2%
$55.88
+0.63 (+1.14%)
Weekly Expected Move ±3.8%
$50
$52
$55
$57
$59
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026451
Institutions Holding
-4 vs prior
127.6%
Ownership
+20.02%
54
New
162
Increased
185
Reduced
55
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Mirrer Louise | director | A-Grant/Award | 18 | $— | $0 | Filing |
| 2026-09-17 | Mirrer Louise | director | A-Grant/Award | 19 | $— | $0 | Filing |
| 2026-09-17 | Shropshire Kenneth | director | A-Grant/Award | 2 | $— | $0 | Filing |
| 2026-09-17 | Shropshire Kenneth | director | A-Grant/Award | 19 | $— | $0 | Filing |
| 2026-09-17 | Shropshire Kenneth | director | A-Grant/Award | 20 | $— | $0 | Filing |
| 2026-09-17 | Worrell Laila | director | A-Grant/Award | 19 | $— | $0 | Filing |
| 2026-09-17 | Worrell Laila | director | A-Grant/Award | 18 | $— | $0 | Filing |
| 2026-09-17 | Worrell Laila | director | A-Grant/Award | 19 | $— | $0 | Filing |
| 2026-09-17 | Barker Thorold | director | A-Grant/Award | 17 | $— | $0 | Filing |
| 2026-09-17 | Barker Thorold | director | A-Grant/Award | 18 | $— | $0 | Filing |
| 2026-08-27 | Shropshire Kenneth | director | S-Sale | 1,881 | $69.06 | $130K | Filing |
| 2026-08-04 | WATANABE OSAMU R. | officer: general counsel, secretary | S-Sale | 4,850 | $69.30 | $336K | Filing |
| 2026-07-01 | Worrell Laila | director | A-Grant/Award | 1,777 | $— | $0 | Filing |
| 2026-07-01 | Mirrer Louise | director | A-Grant/Award | 1,623 | $— | $0 | Filing |
| 2026-07-01 | Barker Thorold | director | A-Grant/Award | 1,545 | $— | $0 | Filing |
| 2026-07-01 | Worrell Laila | director | A-Grant/Award | 1,623 | $— | $0 | Filing |
| 2026-07-01 | Shropshire Kenneth | director | A-Grant/Award | 200 | $— | $0 | Filing |
| 2026-07-01 | Shropshire Kenneth | director | A-Grant/Award | 1,700 | $— | $0 | Filing |
| 2026-06-18 | Worrell Laila | director | A-Grant/Award | 17 | $— | $0 | Filing |
| 2026-06-18 | Mirrer Louise | director | A-Grant/Award | 17 | $— | $0 | Filing |
| 2026-06-18 | Mirrer Louise | director | A-Grant/Award | 0 | $— | $0 | Filing |
| 2026-06-18 | Mirrer Louise | director | A-Grant/Award | 12 | $— | $0 | Filing |
| 2026-06-18 | Worrell Laila | director | A-Grant/Award | 5 | $— | $0 | Filing |
| 2026-06-18 | Shropshire Kenneth | director | A-Grant/Award | 18 | $— | $0 | Filing |
| 2026-06-18 | Shropshire Kenneth | director | A-Grant/Award | 21 | $— | $0 | Filing |
🏛️ Congressional Trades
1 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2019-01-09 | Donna Shalala | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,057,944 | $593M | +255,835 | 2026-06-30 | Filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGE | 5,412,938 | $354M | -364,835 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,487,258 | $294M | -141,425 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,351,361 | $219M | +36,321 | 2026-06-30 | Filing |
| WASATCH ADVISORS LP | 3,246,593 | $212M | -496,031 | 2026-06-30 | Filing |
| STATE STREET CORP | 3,044,858 | $199M | +123,729 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,955,235 | $193M | +252,053 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 2,955,235 | $193M | +2,955,235 | 2026-06-30 | Filing |
| LONDON CO OF VIRGINIA | 2,791,199 | $183M | -112,748 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,359,476 | $154M | +190,223 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 2,344,828 | $153M | +197,636 | 2026-06-30 | Filing |
| HighTower Advisors, LLC | 1,843,458 | $121M | +58,119 | 2026-06-30 | Filing |
| JONES FINANCIAL COMPANIES LLLP | 1,709,578 | $110M | +419,038 | 2026-06-30 | Filing |
| Madison Asset Management, LLC | 1,667,157 | $109M | -106,578 | 2026-06-30 | Filing |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,503,334 | $98M | -11,367 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,345,514 | $88M | +67,740 | 2026-06-30 | Filing |
| Channing Capital Management, LLC | 1,338,234 | $88M | +30,139 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,267,442 | $83M | -487,576 | 2026-06-30 | Filing |
| NOMURA ASSET MANAGEMENT INTERNATIONAL IN | 1,215,510 | $80M | +21,742 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 1,037,894 | $68M | +9,257 | 2026-06-30 | Filing |